London Co. of Virginia

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), London Co. of Virginia reported 169 stock positions worth $17.5 billion. Its top holding was Corning (GLW) at 4.7% of the portfolio, followed by Apple (AAPL, 3.6%) and Berkshire Hathaway Class B (BRK.B, 3.0%). Compared with Q1 2026, it opened 6 new positions, sold out of 5, added to 23 and reduced 107. The biggest buy was Republic Services (RSG, shares +314%) and the biggest sale Te Connectivity (TEL, shares −29%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001259887
Portfolio Value
$17.5B (Q2 2026)
SEC Filing
0001398344-26-014473 ↗ filed Aug 14, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $19.0B Q1 2024 Q2 2024: $17.8B Q2 2024 Q3 2024: $19.0B Q3 2024 Q4 2024: $18.3B Q4 2024 Q1 2025: $17.6B Q1 2025 Q2 2025: $17.7B Q2 2025 Q3 2025: $18.1B Q3 2025 Q4 2025: $17.3B Q4 2025 Q1 2026: $16.2B Q1 2026 Q2 2026: $17.5B $17.5B Q2 2026

Holdings 169 stocks · $17.5B

GLW Corning Inc. 4.69% 3,220,119 $822.5M Reduce -15.2%
AAPL Apple Inc. 3.63% 2,199,195 $636.4M Reduce -3.1%
BRK.B Berkshire Hathaway Inc. Class B 3.03% 1,062,527 $531.7M Reduce -1.8%
NSC Norfolk Southern Corp. 2.97% 1,652,991 $520.0M Reduce -2.8%
D Dominion Energy Inc. 2.66% 6,834,123 $466.7M Reduce -1.6%
TXN Texas Instruments Inc. 2.63% 1,549,011 $461.7M Reduce -11.3%
ENTG Entegris Inc. 2.55% 2,490,787 $447.8M Reduce -15.7%
JNJ Johnson & Johnson 2.24% 1,549,812 $393.6M Reduce -3.4%
NEU Newmarket Corp. 2.20% 488,482 $386.5M Add +6.0%
APD Air Products & Chemicals Inc. 2.14% 1,280,962 $375.6M Reduce -2.7%
BLK BlackRock Inc. 2.10% 383,099 $368.4M Reduce -3.2%
CSCO Cisco Systems Inc. 2.07% 3,084,363 $362.3M Reduce -2.9%
AER Aercap Holdings NV 2.01% 2,423,092 $353.3M Reduce -4.8%
PM Philip Morris International 2.01% 1,951,756 $353.1M Reduce -3.4%
CMI Cummins Inc. 2.00% 492,548 $351.3M Reduce -3.2%
PGR Progressive Corp. 1.93% 1,548,853 $338.4M Reduce -2.9%
CINF Cincinnati Financial Corp. 1.92% 1,816,988 $336.4M Reduce -3.7%
SCHW Schwab (charles) Corp. 1.82% 3,452,804 $318.6M Reduce -3.3%
RSG Republic Services Inc. 1.82% 1,494,982 $318.6M Add +314.3%
CVX Chevron Corp. 1.73% 1,827,459 $302.9M Reduce -3.4%
SGI Somnigroup International Inc. 1.68% 3,764,607 $295.1M Add +18.5%
DLTR Dollar Tree Inc. 1.52% 2,203,154 $266.5M Reduce -4.2%
LOW Lowe's Cos Inc. 1.51% 1,199,624 $264.5M Reduce -3.2%
AWI Armstrong World Industries 1.50% 1,644,407 $263.8M Reduce -4.6%
CB Chubb Ltd. 1.44% 739,329 $251.9M Reduce -3.0%
MO Altria Group Inc. 1.42% 3,464,036 $249.2M Reduce -3.6%
GOOG Alphabet Inc. Class C 1.37% 681,915 $240.9M Reduce -8.8%
UNH Unitedhealth Group Inc. 1.35% 569,127 $236.6M Add +8.6%
MSFT Microsoft Corp. 1.32% 619,232 $231.0M Reduce -3.1%
SBUX Starbucks Corp. 1.28% 2,192,437 $224.0M Reduce -3.3%
CHDN Churchill Downs Inc. 1.26% 2,464,527 $220.9M Reduce -5.0%
FAST Fastenal Co. 1.24% 4,539,273 $218.0M Reduce -3.3%
KEYS Keysight Technologies Inc. 1.24% 621,965 $217.7M Reduce -25.3%
TEL Te Connectivity PLC 1.22% 1,059,687 $213.6M Reduce -28.9%
COO The Cooper Cos Inc. 1.19% 2,898,075 $207.8M Add +29.5%
ALSN Allison Transmission Holding 1.17% 1,824,581 $205.7M Reduce -4.2%
ODFL Old Dominion Freight Line 1.15% 935,031 $202.5M Reduce -3.1%
MTB M & T Bank Corp. filed as M & T BK CORP 1.15% 845,405 $201.2M Reduce -4.2%
UNF Unifirst Corp. 1.12% 740,213 $195.8M Reduce -4.5%
MC Moelis & Co. Class A 1.04% 2,791,199 $182.6M Reduce -3.9%
NOC Northrop Grumman Corp. 1.00% 344,289 $175.4M Reduce -3.4%
ALLY Ally Financial Inc. 0.98% 3,739,890 $171.8M Reduce -4.2%
VMC Vulcan Materials Co. 0.94% 560,475 $165.3M Reduce -4.2%
LII Lennox International Inc. 0.89% 271,899 $155.8M Reduce -4.2%
BRKR Bruker Corp. 0.85% 2,480,357 $149.3M Reduce -4.0%
QSR Restaurant Brands Intern 0.81% 1,960,645 $142.2M Reduce -2.1%
BALL Ball Corp. 0.78% 2,181,441 $136.1M Reduce -4.2%
STE Steris PLC 0.77% 641,604 $135.1M Reduce -4.4%
PAYX Paychex Inc. 0.74% 1,326,406 $130.4M Reduce -2.0%
CBRE CBRE Group Inc. Class A 0.73% 953,764 $128.5M Reduce -4.2%
WAT Waters Corp. 0.73% 340,771 $127.8M Reduce -4.1%
POST Post Holdings Inc. filed as POST HLDGS INC 0.70% 1,399,101 $123.5M Reduce -5.3%
APPF Appfolio Inc. Class A 0.64% 703,151 $112.8M New
WTM White Mountains Insurance GP 0.64% 54,025 $112.1M Reduce -5.4%
MLM Martin Marietta Materials 0.62% 187,051 $107.9M Reduce -1.4%
AVTR Avantor Inc. 0.59% 10,485,960 $103.8M Reduce -3.4%
DPZ Domino's Pizza Inc. 0.57% 339,558 $100.5M Reduce -5.7%
ATR Aptargroup Inc. 0.57% 793,033 $99.3M Reduce -4.3%
V Visa Inc. Class A 0.51% 259,057 $88.9M Reduce -3.2%
CCI Crown Castle Inc. 0.50% 1,166,886 $88.4M Reduce -3.5%
POOL Pool Corp. 0.46% 379,154 $81.5M Reduce -4.4%
ACIW Aci Worldwide Inc. 0.46% 1,594,274 $80.2M Reduce -5.1%
FIS Fidelity National Info Serv 0.45% 2,051,108 $79.7M Reduce -5.2%
THG Hanover Insurance Group Inc./ 0.44% 360,801 $77.3M Reduce -5.5%
MUSA Murphy USA Inc. 0.43% 140,208 $75.6M Reduce -16.3%
CPRT Copart Inc. 0.42% 2,607,002 $73.5M Reduce -4.5%
ORLY O'reilly Automotive Inc. 0.37% 708,339 $65.2M Reduce -2.3%
QLYS Qualys Inc. 0.34% 428,317 $58.9M Reduce -8.2%
FDX FedEx Corp. 0.33% 184,244 $57.7M Reduce -3.6%
FR First Industrial Realty TR 0.28% 796,451 $48.9M Reduce -5.1%
CWST Casella Waste Systems Inc. Class A 0.28% 503,144 $48.8M Reduce -5.5%
CACC Credit Acceptance Corp. 0.27% 75,001 $47.7M Reduce -5.9%
ESI Element Solutions Inc. 0.27% 984,974 $46.9M Reduce -6.2%
GOLF Acushnet Holdings Corp. 0.26% 390,108 $46.2M Reduce -4.4%
LSTR Landstar System Inc. 0.25% 213,179 $44.1M Reduce -4.2%
DECK Deckers Outdoor Corp. 0.22% 397,138 $39.5M Reduce -5.0%
CCC CCC Intelligent Solutions Ho 0.22% 7,498,579 $38.7M Reduce -14.2%
CHD Church & Dwight Co. Inc. 0.22% 393,934 $38.2M Reduce -3.9%
GTES Gates Industrial Corp. UK Ltd. 0.21% 1,309,097 $36.6M Reduce -4.3%
MATX Matson Inc. 0.21% 188,631 $36.3M Reduce -22.8%
ZBRA Zebra Technologies Corp. Class A 0.21% 137,425 $36.2M Reduce -0.5%
MZTI The Marzetti Company 0.20% 310,255 $35.4M Reduce -13.9%
SAIA Saia Inc. 0.20% 81,510 $34.3M Reduce -6.1%
PSMT Pricesmart Inc. 0.19% 174,887 $34.2M Reduce -4.5%
CTS CTS Corp. 0.19% 513,204 $33.5M Reduce -4.3%
AUB Atlantic Union Bankshares Co. 0.19% 785,692 $33.2M Reduce -4.2%
TTC Toro Co. 0.18% 328,640 $32.0M Reduce -6.3%
NVDA Nvidia Corp. 0.18% 157,076 $31.4M No change
ATKR Atkore Inc. 0.17% 386,827 $29.4M Add +2.4%
LLY Eli Lilly & Co. 0.16% 23,431 $28.1M No change
EPRT Essential Properties Realty 0.16% 940,512 $28.1M Reduce -4.3%
GHC Graham Holdings Co. Class B 0.15% 23,021 $26.3M Reduce -4.4%
HAE Haemonetics Corp. 0.15% 340,574 $25.5M Reduce -3.5%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.14% 173,773 $24.0M Reduce -15.1%
HWKN Hawkins Inc. 0.14% 167,292 $23.8M Reduce -4.1%
VNT Vontier Corp. 0.13% 785,063 $22.8M Reduce -5.0%
RVLV Revolve Group Inc. Class A 0.13% 979,810 $22.4M Reduce -4.4%
PLUS Eplus Inc. 0.12% 259,518 $21.6M Reduce -3.9%
LW Lamb Weston Holdings Inc. 0.12% 474,139 $20.5M Reduce -75.9%
IPAR Interparfums Inc. 0.11% 180,209 $20.2M Reduce -4.2%
MGRC McGrath Rentcorp 0.11% 162,617 $19.7M New
LLYVK Liberty Live Holdings Class C 0.11% 186,117 $19.7M Add +5.2%
IJH iShares Core S&P Midcap ETF 0.10% 235,309 $18.1M Add +0.4%
HD Home Depot Inc. 0.09% 43,545 $15.4M No change
MTN Vail Resorts Inc. 0.09% 111,532 $15.2M Reduce -5.4%
NCLH Norwegian Cruise Line Holdin 0.09% 706,163 $14.9M No change
MRTN Marten Transport Ltd. 0.08% 853,969 $14.8M Reduce -4.0%
FDXF FedEx Freight Holding Co. 0.08% 91,908 $13.9M Reduce -3.8%
KO The Coca-Cola Co. 0.08% 166,915 $13.6M Reduce -0.3%
IVV iShares Core S&P 500 ETF 0.07% 17,020 $12.8M Reduce -53.9%
DE Deere & Co. 0.05% 14,899 $9.5M No change
ENOV Enovis Corp. 0.05% 386,405 $8.0M Reduce -7.2%
TSM Taiwan Semiconductor-SP ADR 0.04% 15,989 $7.6M Add +2.3%
BRK.A Berkshire Hathaway Inc. Class A 0.04% 10 $7.5M No change
IWM iShares Russell 2000 ETF 0.03% 18,208 $5.5M Reduce -18.5%
ICLR Icon PLC filed as ICON PUB LTD CO 0.03% 29,145 $5.1M Add +4.3%
CSX CSX Corp. 0.03% 105,837 $5.0M No change
CRH CRH PLC 0.03% 42,989 $4.6M Add +2.3%
MICC The Magnum Ice Cream Co. NV 0.02% 224,531 $3.9M Add +2.4%
KMX Carmax Inc. 0.02% 70,110 $3.7M Reduce -0.4%
WTW Willis Towers Watson PLC 0.02% 13,211 $3.5M Add +21.6%
PAG Penske Automotive Group Inc. 0.02% 15,816 $2.8M No change
BMY Bristol-Myers Squibb Co. 0.01% 37,453 $2.2M No change
GATX Gatx Corp. 0.01% 12,150 $2.2M No change
TG Tredegar Corp. 0.01% 264,974 $2.1M Reduce -4.1%
DUK Duke Energy Corp. 0.01% 15,979 $2.0M Reduce -5.8%
ALC Alcon Inc. filed as ALCON AG 0.01% 29,414 $2.0M Add +2.4%
WFC Wells Fargo & Co. 0.01% 23,489 $1.9M Add +19.9%
COST Costco Wholesale Corp. 0.01% 1,730 $1.6M No change
XOM Exxon Mobil Corp. 0.01% 11,415 $1.6M No change
AMZN Amazon.com Inc. 0.01% 6,400 $1.5M No change
MDLZ Mondelez International Inc. Class A 0.01% 26,138 $1.5M No change
NKE Nike Inc. Class B 0.01% 36,202 $1.5M No change
PCAR Paccar Inc. 0.01% 11,992 $1.4M No change
SHW The Sherwin-Williams Co. 0.01% 3,900 $1.3M No change
AZN Astrazeneca PLC 0.01% 6,470 $1.2M No change
HSY The Hershey Co. 0.01% 6,808 $1.2M No change
NFLX Netflix Inc. 0.01% 16,100 $1.1M No change
TGT Target Corp. 0.01% 7,811 $1.0M Reduce -4.2%
IWD iShares Russell 1000 Value E 0.01% 4,130 $1.0M Reduce -60.9%
UDR Udr Inc. 0.01% 23,373 $933K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 1,210 $905K Add +65.8%
CHRW C.H. Robinson Worldwide Inc. 0.01% 4,792 $903K Add +0.5%
IWR iShares Russell Mid-Cap ETF 0.00% 6,315 $697K Add +39368.8%
LPLA LPL Financial Holdings Inc. 0.00% 2,270 $639K No change
TOWN Towne Bank 0.00% 16,369 $593K No change
GD General Dynamics Corp. 0.00% 1,657 $587K No change
TSLA Tesla Inc. 0.00% 1,269 $534K No change
LYV Live Nation Entertainment Inc. 0.00% 2,780 $509K No change
BAC Bank of America Corp. 0.00% 8,033 $458K Reduce -2.4%
SONY Sony Group Corp. - SP ADR 0.00% 22,000 $441K No change
SCI Service Corp. International 0.00% 5,524 $420K Add +2.0%
PFE Pfizer Inc. 0.00% 17,061 $411K No change
PKG Packaging Corp. of America 0.00% 1,620 $386K No change
VXF Vanguard Extended Market ETF 0.00% 1,559 $384K Reduce -47.8%
AFG American Financial Group Inc. 0.00% 2,700 $378K No change
ECHO Echostar Corp. Class A 0.00% 3,651 $371K No change
ACN Accenture PLC Class A 0.00% 2,601 $324K No change
MRK Merck & Co. Inc. 0.00% 2,188 $281K Reduce -8.0%
VB Vanguard Most SM-Cap ETF-Usd 0.00% 537 $163K Reduce -19.0%
IWB iShares Russell 1000 ETF 0.00% 392 $161K Add +22.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 1,530 $123K Add +396.8%
BRSL Brightstar Lottery PLC 0.00% 10,600 $114K No change
IJR iShares Core S&P Small-Cap E 0.00% 614 $91K Add +1515.8%
IXP iShares Global Comm Services 0.00% 422 $48K New
IWV iShares Russell 3000 ETF 0.00% 105 $45K Add +483.3%
IYT iShares US Transportation Et 0.00% 49 $4K New
IGV iShares Expanded Tech-Softwa 0.00% 35 $3K New
IYJ iShares U.S. Industrials ETF 0.00% 8 $1K New

Portfolio Sells Q1 2026 → Q2 2026

TEL Te Connectivity PLC Reduce -28.9% 1.22% −0.70
CVX Chevron Corp. Reduce -3.4% 1.73% −0.68
OTIS Otis Worldwide Corp. Sold out 0.00% −0.53
NOC Northrop Grumman Corp. Reduce -3.4% 1.00% −0.50
LW Lamb Weston Holdings Inc. Reduce -75.9% 0.12% −0.40
LOW Lowe's Cos Inc. Reduce -3.2% 1.51% −0.30
SCHW Schwab (charles) Corp. Reduce -3.3% 1.82% −0.25
AWI Armstrong World Industries Reduce -4.6% 1.50% −0.25
BLK BlackRock Inc. Reduce -3.2% 2.10% −0.24
DPZ Domino's Pizza Inc. Reduce -5.7% 0.57% −0.22
APD Air Products & Chemicals Inc. Reduce -2.7% 2.14% −0.22
KEYS Keysight Technologies Inc. Reduce -25.3% 1.24% −0.21
ALSN Allison Transmission Holding Reduce -4.2% 1.17% −0.20
POST Post Holdings Inc. Reduce -5.3% 0.70% −0.20
CHDN Churchill Downs Inc. Reduce -5.0% 1.26% −0.18
JNJ Johnson & Johnson Reduce -3.4% 2.24% −0.17
FIS Fidelity National Info Serv Reduce -5.2% 0.45% −0.17
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.8% 3.03% −0.16
STE Steris PLC Reduce -4.4% 0.77% −0.14
MSFT Microsoft Corp. Reduce -3.1% 1.32% −0.14
CPRT Copart Inc. Reduce -4.5% 0.42% −0.14
AER Aercap Holdings NV Reduce -4.8% 2.01% −0.14
WTM White Mountains Insurance GP Reduce -5.4% 0.64% −0.13
MZTI The Marzetti Company Reduce -13.9% 0.20% −0.11
CCC CCC Intelligent Solutions Ho Reduce -14.2% 0.22% −0.10
CCI Crown Castle Inc. Reduce -3.5% 0.50% −0.10
QSR Restaurant Brands Intern Reduce -2.1% 0.81% −0.10
FAST Fastenal Co. Reduce -3.3% 1.24% −0.10
CBRE CBRE Group Inc. Class A Reduce -4.2% 0.73% −0.10
CB Chubb Ltd. Reduce -3.0% 1.44% −0.10
FDX FedEx Corp. Reduce -3.6% 0.33% −0.09
UNF Unifirst Corp. Reduce -4.5% 1.12% −0.09
MUSA Murphy USA Inc. Reduce -16.3% 0.43% −0.08
ATR Aptargroup Inc. Reduce -4.3% 0.57% −0.08
IVV iShares Core S&P 500 ETF Reduce -53.9% 0.07% −0.08
MLM Martin Marietta Materials Reduce -1.4% 0.62% −0.07
JKHY Jack Henry & Associates Inc. Reduce -15.1% 0.14% −0.06
GLDD Great Lakes Dredge & Dock Co. Sold out 0.00% −0.06
BALL Ball Corp. Reduce -4.2% 0.78% −0.05
VNT Vontier Corp. Reduce -5.0% 0.13% −0.05
PM Philip Morris International Reduce -3.4% 2.01% −0.04
NSC Norfolk Southern Corp. Reduce -2.8% 2.97% −0.04
ORLY O'reilly Automotive Inc. Reduce -2.3% 0.37% −0.04
MATX Matson Inc. Reduce -22.8% 0.21% −0.04
MO Altria Group Inc. Reduce -3.6% 1.42% −0.04
VMC Vulcan Materials Co. Reduce -4.2% 0.94% −0.04
DECK Deckers Outdoor Corp. Reduce -5.0% 0.22% −0.03
DLTR Dollar Tree Inc. Reduce -4.2% 1.52% −0.03
POOL Pool Corp. Reduce -4.4% 0.46% −0.03
HWKN Hawkins Inc. Reduce -4.1% 0.14% −0.03

Portfolio Buys Q1 2026 → Q2 2026

RSG Republic Services Inc. Add +314.3% 1.82% +1.33
APPF Appfolio Inc. Class A New 0.64% +0.64
UNH Unitedhealth Group Inc. Add +8.6% 1.35% +0.47
NEU Newmarket Corp. Add +6.0% 2.20% +0.38
SGI Somnigroup International Inc. Add +18.5% 1.68% +0.24
COO The Cooper Cos Inc. Add +29.5% 1.19% +0.20
MGRC McGrath Rentcorp New 0.11% +0.11
ATKR Atkore Inc. Add +2.4% 0.17% +0.03
TSM Taiwan Semiconductor-SP ADR Add +2.3% 0.04% +0.01
ICLR Icon PLC Add +4.3% 0.03% +0.01
LLYVK Liberty Live Holdings Class C Add +5.2% 0.11% +0.01
IJH iShares Core S&P Midcap ETF Add +0.4% 0.10% +0.01
IWR iShares Russell Mid-Cap ETF Add +39368.8% 0.00% +0.00
MICC The Magnum Ice Cream Co. NV Add +2.4% 0.02% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +65.8% 0.01% +0.00
WFC Wells Fargo & Co. Add +19.9% 0.01% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +396.8% 0.00% +0.00
IJR iShares Core S&P Small-Cap E Add +1515.8% 0.00% +0.00
CHRW C.H. Robinson Worldwide Inc. Add +0.5% 0.01% +0.00
IXP iShares Global Comm Services New 0.00% +0.00
IWB iShares Russell 1000 ETF Add +22.5% 0.00% +0.00
IWV iShares Russell 3000 ETF Add +483.3% 0.00% +0.00
WTW Willis Towers Watson PLC Add +21.6% 0.02% +0.00
IYT iShares US Transportation Et New 0.00% 0.00
IGV iShares Expanded Tech-Softwa New 0.00% 0.00
IYJ iShares U.S. Industrials ETF New 0.00% 0.00
SCI Service Corp. International Add +2.0% 0.00% −0.00
CRH CRH PLC Add +2.3% 0.03% −0.00
ALC Alcon Inc. Add +2.4% 0.01% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$17.5BGLW, AAPL, BRK.B, NSC, D
Q1 2026 167$16.2BAAPL, BRK.B, GLW, NSC, D
Q4 2025 170$17.3BAAPL, NSC, GLW, BRK.B, BLK
Q3 2025 174$18.1BAAPL, NSC, BRK.B, BLK, GLW
Q2 2025 174$17.7BAAPL, BRK.B, PGR, NSC, FIS
Q1 2025 175$17.6BBRK.B, AAPL, PGR, APD, FIS
Q4 2024 169$18.3BAAPL, BRK.B, BLK, FIS, APD
Q3 2024 169$19.0BAAPL, BRK.B, FIS, APD, PGR
Q2 2024 171$17.8BAAPL, BRK.B, FIS, APD, TXN
Q1 2024 165$19.0BBRK.B, AAPL, FIS, BLK, NSC